Episode Notes

With volatile markets back in the headlines and the global landscape shifting fast, one of the world's biggest asset classes is quietly becoming one of the most interesting. 

Sachin Gupta, portfolio manager at PIMCO, joins us on the Opening Bell Podcast to talk about the case for global fixed income right now, what the current geopolitical situation means for inflation and interest rates, and how New Zealand investors should be thinking about bonds as part of a balanced portfolio. He is joined in studio by Blake Etheridge, senior portfolio manager at Smartshares, who adds a local perspective on where New Zealand sits in the current global picture.

Together they cover why the bond market is more interesting today than it has been in a generation, how to think about the inflation risks ahead, and why a globally diversified fixed income allocation matters more than ever for Kiwi investors.

Disclaimer: Smartshares Limited is the issuer and manager of the Smart Exchange Traded Funds and the SuperLife range of managed investment schemes. The product disclosure statements are available at smartinvest.co.nz and superlife.co.nz/legal.